Fenergo Client Lifecycle Management for SalesforceⓇ

Fenergo Client Lifecycle Management for Salesforce puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.




Fenergo CLM for Salesforce seamlessly connects Fenergo CLM and Salesforce CRM platform to create a truly unified client onboarding experience that enables financial institutions to:

    • Promote the management of a single, consolidated and accurate set of client data
    • Fully integrate the user experience for Relationship Managers (RMs) / Advisors
    • Empowers Relationship Managers to drive key KYC processes (including client outreach
    • and data/documentation collection).


With Fenergo CLM for Salesforce, Relationship Managers can:

    • Add new entities and new accounts and perform fuzzy duplication checking
    • Auto-create KYC profiles
    • Add products to the onboarding request
    • Auto-trigger the client/product onboarding process
    • Upload documents to support onboarding and compliance
    • Achieve true end-to-end visibility across the onboarding process
    • Chatter middle-office colleagues through Salesforce to remove bottlenecks or expedite tasks.


Fenergo CLM for Salesforce delivers:

    • A faster, more efficient onboarding process for more complex clients
    • A 360º view of client data in front and middle office operations
    • A more convenient way to engage the client and perform client outreach
    • Reduced duplicated data entry and rework
    • A great client experience – first time, every time
    • A truly digital financial services experience.




Empowering True Front-to-Middle Office Transformation

Webinar On-Demand

See it in Action - Webinar & Live Demo: Fenergo Client Lifecycle Management for SalesforceⓇ

See the seamless Front-to-Middle Office Connectivity Between Salesforce CRM & Fenergo CLM in our recent on-demand webinar.

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Press Release

Fenergo Rolls Out Client Lifecycle Management Solutions on SalesforceⓇ AppExchange

The app, called Client Lifecycle Management: Front to Middle Office Transformation, will allow those financial firms deploying Salesforce to streamline their client onboarding and lifecycle management processes

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